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From Dream to Departure: Don’t Delay Travel in Retirement
One of my favorite parts of being a financial advisor is talking with newly retired clients about the travel dreams they have been planning and saving for.
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Do You Have an Exit Strategy?
Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when transitioning to the next phase of life becomes necessary or desirable.
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Peer-to-Peer Lending
Peer-to-peer (P2P) lending is a financial model that bypasses traditional financial institutions by matching individuals looking to borrow money with individuals willing to lend money. P2P provides a platform for borrowers seeking alternative financing options and investors looking for opportunities to earn potentially higher returns on their money. Before you dive into the P2P lending...
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High-Net Worth Financial Planning Strategies
Managing significant wealth can often bring a level of complexity that surprises people.
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Planning to Travel? Consider Travel Insurance
The destination has been determined and the plans have been made. Passports are in hand, the hotel is booked, the flights purchased, and the bags are out and are ready to be packed. You have carefully thought about and planned for every detail of this trip, and you are ready to go.
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Understanding Restricted Stock Units (RSUs)
Non‑cash compensation has become increasingly common at startups and public companies.
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Guidance for Life After Loss
Losing a spouse is one of life’s most difficult transitions.
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How Secure Is Your Deferred Compensation Plan?
Nonqualified deferred compensation (NQDC) plans can be valuable tools for high‑earning executives who want to manage taxable income and build long‑term savings. They also carry a unique set of risks that differ from traditional retirement plans.
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Spousal IRAs: A Quick Guide
A “spousal” Individual Retirement Account (IRA) allows a spouse with little or no compensation from employment to open an IRA in their name and make contributions based on the other spouse’s income.
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By sending this message, you agree that Modera will use the personal information you disclose to have an adviser contact you and/or you agree to opt-in to receive marketing communications from us. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging.